Position in MRCC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$76,079
-$9,780 QoQ
Shares Held
16,539
+39.5% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#46
of 74 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MRCC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CALTON & ASSOCIATES, INC. holds $6,698,267 across 22 Asset Management names. MRCC ranks #22 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
100,642 | $1,671,663 | |
| 2 | VGM |
Invesco Trust for Investment Grade Municipals
|
42,637 | $420,827 | |
| 3 | ARCC |
Ares Capital Corp
|
21,182 | $381,699 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,557 | $370,228 | |
| 5 | FSK |
FS KKR Capital Corp
|
32,955 | $335,481 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
30,274 | $327,867 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
6,595 | $314,713 | |
| 8 | BX |
Blackstone Inc.
|
2,351 | $270,341 |
All Filings in MRCC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,079 | 16,539 | Shares | Sole | 2026-05-13 | |
| 2022-09-30 | $85,859 | 11,859 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $104,188 | 11,538 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $124,246 | 11,515 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $131,947 | 11,760 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $122,882 | 11,827 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $123,244 | 11,486 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $106,996 | 10,657 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $83,327 | 10,377 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $72,948 | 10,665 | Shares | Sole | 2020-10-30 | |
| 2020-03-31 | $176,115 | 24,805 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||